Top Us Stock Picks From Warren Buffett Successor Greg Abel

What Happened

Greg Abel became the successor to Warren Buffett when he took over the famous investment firm Berkshire Hathaway in January 2026. Although he doesn’t publish stock tips, Berkshire Hathaway’s latest portfolio filing is the next best thing. It names every US stock the company held on June 30.

Big investors file a form called a 13F four times a year. It lists the US shares they owned at the end of each quarter. Berkshire filed its latest one on August 14.

Market Context

The price helped too. Alphabet traded below 17 times forward earnings, the cheapest of the big US tech names.

Not everyone agrees. Michael Burry, who shorted the 2008 housing market, says Abel lacks Buffett’s valuation discipline.

Why It Matters

The list holds a surprise. Most of Abel’s top picks are not really his. They are Warren Buffett’s, and Abel has barely touched them.

Greg Abel’s Top US Stock Picks by Size

Details

The portfolio came to $299.25 billion. Just three companies hold more than half of it.

Four of those five are Buffett positions. Abel has left three of them alone and is selling the fourth.

His own ideas start much further down. Delta Air Lines and Macy’s were his first buys. Housing is his other theme. All of it together is worth less than 3% of the portfolio.

He is still spending. Berkshire bought $23.5 billion of stock and sold $3.7 billion. That net $19.8 billion ended 14 straight quarters of selling.

The cash barely moved. Berkshire’s record cash pile still sat near $365.5 billion at the end of June.

Alphabet is the Standout Pick

Alphabet is the one large pick Abel can claim a share of. Berkshire added about 48 million shares last quarter. It now holds roughly 106 million.

A $10 billion private placement in June did much of the work. Alphabet is raising $80 billion to build artificial intelligence (AI) computing power. An earlier company report had flagged billions in unnamed stock purchases, which this filing names.

Buffett says the idea was his, not his successor’s. He told CNBC in July that the two men work as a pair.

“I am not doing anything that he doesn’t approve of. He’s not doing anything I don’t approve of. We talk all the time, but he is the decider,” Warren Buffett, Berkshire Hathaway chairman, said.

He has regretted missing Google for years. In 2017, he told shareholders he “blew it.” He now argues Alphabet can beat most Wall Street stock picks.

The Housing Bet is Abel’s Own

Housing is where Abel has left the clearest mark. Berkshire now holds four housing stocks.

Lennar is the biggest at $1.2 billion.

Louisiana-Pacific, which makes siding and wood panels, comes to $446 million.

NVR holds $75.7 million.

The new D.R. Horton stake is tiny at $580,504.

None of this is fresh ground. Berkshire bought D.R. Horton, Lennar and NVR together back in 2023, then sold the Horton shares last year. Abel has bought them back.